Paraplanner Work, Jobs in Mortimer Common, Ham (with Salaries)

Paraplanner - Fixed Term Contract
Attivo Group —Reading
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
2d
Part Time Paraplanner
Merryoaks Property Finance —Fleet
- £20,000 - £25,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Outlook
- Work from home
Quick apply
8d
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
Paraplanner
Eight Financial Advice —Marlow
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Financial Protection Administrator (Part Time)
ES/SDL Financial —Aldershot
- £8,000 - £13,500 a year
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
Paraplanning Administrator (IFA)
EJS Financial Planners Ltd —High Wycombe
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Life insurance
Quick apply
10d
Wealth Operations Manager
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Computer skills
Quick apply
16h
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Administrator
Caliber Financial Planning Ltd —Chinnor
- £26,000 - £35,000 a year
- Full-time
- Accounting
- Organisational skills
- In-person
- Free parking
- Flexible schedule
Quick apply
8d
Paraplanner
RGH‑Global Limited —Camberley
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Business Administrator / Adviser Support (Part Time)
ES/SDL Financial —Aldershot
- From £12.71 an hour
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Writing skills
- Mentoring
- Communication skills
Paraplanner
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Organisational skills
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Financial services
- Communication skills
- Referral programme

More jobs to discover

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Part Time Paraplanner
Merryoaks Property Finance —Fleet
We are a specialist property finance and mortgage brokerage looking to hire reliable, detail-oriented Part Time Paraplanner to support senior brokers with the…
£20,000 - £25,000 a year
Quick apply
8d
Financial Protection Administrator (Part Time)
ES/SDL Financial —Aldershot
This is a flexible part-time role that would suit someone returning to work after a career break, someone looking to reduce their hours, or an experienced…
£8,000 - £13,500 a year
Quick apply

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Paraplanner - Fixed Term Contract

Attivo Group -
Reading

Quick apply

Job details

Fixed term contract
£35,000 - £50,000 a year
2 days ago

Benefits

Company pension
Work from home
Private medical insurance

Qualifications

Investment
Financial planning
Pension
Report generation
Client engagement
Suitability report preparation
Complaint handling
Financial analysis
Analysis skills
Communication skills
Certificate in Insurance
Time management

Full job description

About Attivo:

Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the Role:

As a Paraplanner, you will be providing comprehensive administrative and technical assistance. Your responsibilities will include preparing client meeting documentation, suitability reports, and application forms, ensuring that all advice is delivered and processed with the utmost accuracy and compliance. You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives, aligning them with each client's financial needs and objectives.

You will also be responsible for drafting suitability letters, completing and submitting applications, and ensuring all compliance procedures are strictly followed. To excel in this role, you will continuously develop your product, technical, and regulatory knowledge, staying current with the latest financial regulations. Your attention to detail and commitment to compliance will be vital in ensuring the highest standards of service for our clients.

This role is a fixed-term contract for 12 months, and suitable for candidates nationally as we have offices located in Cheltenham, Cardiff, Fareham, Newbury, London, Liverpool, Darlington and Grangemouth.

About You:

You are a detail-oriented and analytical Paraplanner with a solid foundation in financial planning, backed by at least two years of experience in the field. Having a comprehensive understanding of pensions, investments, and estate planning you are able to research and analyse effectively clients financial positions, making informed recommendations that align with their priorities and the advice provided by Financial Planners.

Your excellent communication skills, both written and verbal, enable you to produce clear and comprehensive reports while also supporting effective client interactions. You are well-versed in compliance processes, ensuring that all regulatory obligations are met and that records are meticulously maintained in the CRM system. You take ownership of cases from start to finish, ensuring all applications are processed promptly and in line with client and provider expectations.

Key Responsibilities Include:

Analyse the client’s current financial position and given their priorities, in line with the Financial Planners advice and supporting documentation, make recommendations as appropriate.
Complete in full a suitability report for the Financial Planner in a timely manner.
Utilise Paraplanner support tools, such as Cashflow and Fund analytics, as appropriate to complete the suitability report and evidence client objectives have been met in full.
Ensure all data gathered by the Administrators concerning the Client(s) Financial Portfolio is complete, accurate and up to date.
Data gather and research new plans as appropriate.
Ensure record keeping is maintained on our CRM System and that the information is unambiguous, accurate and recorded in a timely fashion.
Submit the completed business applications to providers in a timely manner, ensuring appropriate documentation contains all new business requirements, information is accurate, compliant and all relevant supporting information attached.
Take ownership of the case and monitor progress and submission to ensure processed in line with the providers service standards and the client’s requirements.
Initiate/support communications with the client, by keeping the Financial Planner informed of progress and resolving any issues as they arise.
Ensure all documentation and post is collected, scanned and attached to relevant client file.
Ensure all Regulatory obligations are discharged fully during all engagements with the client.
Support the business in responding to any complaints either being handled internally or by the Financial Ombudsman Services.
Ensure advice files are submitted for full file checks.
Complete any remedial actions in a timely manner.
Maintain continuous professional development records and a comprehensive knowledge of pensions, investments and estate planning.
Study and take professional qualifications appropriate to the role, aiming towards chartered status.
Undertake and complete any ad-hoc project work as and when business requirements dictate and in line with the management brief.

Essential Skills and Experience:

Diploma in Regulated Financial Planning with the CII
At least 2 years’ experience working as a Paraplanner
A comprehensive knowledge of pensions and investments
Good understanding of compliance processes and issues
Excellent interpersonal, listening, numerical and IT skills
Strong analytical and research skills
Excellent report writing and written/verbal communication skills
Good organisational, time management, and caseload management skills
Experience in the financial services industry, working for an Independent Financial Adviser
Ability to work on own initiative, sometimes for long time periods
Professional, ethical and discreet
Ability to build and maintain ongoing client relationships
Ability to work well under pressure while maintaining excellent attention to detail

Desirable Skills and Experience:

Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English
Educated to Degree level
Experience of Intelliflo
Advanced Diploma in Regulated Financial Planning, and achieved Chartered status by the CII

Salary and benefits:

£35,000 - £50,000 depending on qualification and experience.

Attivo also offers:

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Cashplan

Income Protection

Critical Illness

Death in Service

Parking allowance

Generous holiday allowance, rising with length of service

Work from home and flexible working available

London Living Allowance if you live within the M25

Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site.

Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.

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Refine Your Search

paraplanner jobs in mortimer common, ham

Paraplanner - Fixed Term Contract

Part Time Paraplanner

Senior Paraplanner – Level 6 (Chartered)

Paraplanner

Financial Protection Administrator (Part Time)

Paraplanning Administrator (IFA)

Wealth Operations Manager

Senior Paraplanner

Administrator

Paraplanner

Paraplanner (Stokenchurch)

Business Administrator / Adviser Support (Part Time)

Paraplanner

Paraplanner

Protection Paraplanner

Technical Administrator

Financial Planning (IFA) Administrator

Chartered Financial Planner

Financial Adviser (Stokenchurch)

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